This article shows how it is possible to regain access to Purchase to Pay (formerly known as Trade Simple), in the event a user has forgotten their username, password – or both.
Please note: Fourth's Support Team acts as administrators for Purchase to Pay suppliers only. All Purchase to Pay customers have their own internal administrators, who are able to manage login queries for their users.
Steps for an End User - Password Reset
- On the login screen select Membership > Forgotten your password?
Fig.1 – Membership Tab
- Enter the relevant Username and then select Request New Password
Fig.2 - Requesting a new password
An email will then be sent to the associated email address, containing password reset details.
- Please check the junk and spam folders for the email if necessary.
If the user does not know their username, or their user profile does not have an email address attached to it, an internal administrator should be contacted.
Steps for an Internal Administrator
There could be various reasons as to why a user is unable to reset their password. The incorrect username may be being entered, or as mentioned above the email address may be missing.
Depending on the administrator permissions, there are two paths to get to users:
- Community > Business Directory > search for required site > Manage > Manage Users.
- Membership > My Business > search for required site > Manage > Manage Users.
This will display a list of the users at that site and their usernames.
- Here the username can verified to make sure the user is using the correct one
- Selecting Edit against the user will show if there is an email address against the user and give the option to enter/amend if needed
- Additionally, there is also the option to manually reset a user’s password from the Edit section
Fig.3 – Verifying a username, and the Edit button
If a user has access to more than one site, their user will be situated under the site which is the default ‘active business’ when they log in.
Fig.4 – Active Business
After completing all of the above steps, if there is still an outstanding issue – please raise a case with Fourth's technical support team.